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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,775 | $125,237-56.3% | $105,608-48.1% | $145,877-62.5% |
| Participation rate | 57.1% | 77.7%-20.5pp | 75.3%-18.1pp | 80.3%-23.2pp |
| Annual return | 6.87% | 225.76%-218.9pp | 116.50%-109.6pp | 551.28%-544.4pp |
| Employer contribution / active EE | $1,256 | $3,720-66.2% | $3,167-60.3% | $4,663-73.1% |
| Participant deferral / active EE | $1,889 | $5,711-66.9% | $5,010-62.3% | $6,691-71.8% |
| Admin fee / account holder | $528 | $17,287-96.9% | $11,028-95.2% | $13,402-96.1% |